Borrower Portal

Loan applications require varying types of information based on the loan type. Epic River’s Intelligent Data Capture Workflow automatically identifies loan specific requirements and requests the pertinent information from the applicant whether the information requires data entry or document upload.

All applicant data entry will be validated and verified for accuracy.

Document upload will request specific documents and document types (e.g.such as financial statements, pay stubs, payroll reports etal.) These documents are all securely stored in The Platform @EpicRiver for access and review by authorized lenders as well as direct integration to bank document imaging systems.

Lender Benefits

  • Streamlined and expedited loan application and closing process

  • Enhanced experience for loan applicants

  • Integration to all major document storage systems (OneDrive, Google Drive, and Dropbox)

  • Document association and storage together with all loan documents and disclosures.

Health care and banking

Healthcare & Banking
Lender Benefits

Uninterrupted workflow and ease of adoption because we integrate with the tools you are already using.

Banking Lender

Unlimited access to Aprio, the leading CPA Advisory Firm, for loan education and support in choosing a loan option.
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Perhaps no issue is more consequential to the future of community banking than technological innovation.

– Jelena McWilliams, FDIC Chairman